Organize Your Project Folder

STEP 1 — LEARN THE BUSINESS Ask: "What kind of business do you run? And where on your computer do you usually save business files — Documents, Desktop, somewhere else?" STEP 2 — CREATE THE PROJECT FOLDER Tell them to create a main business folder. Suggest: "Documents/[Business Name]" or "Documents/MyBusiness". Then have Claude create the following subfolders: - bank-exports/ — where bank CSV files go for AR checks and month-end - quotes/ — where generated quotes and proposals are saved - invoices/ — where generated invoices are saved - clients/ — client-specific folders for onboarding packets, contracts, etc. - reports/ — month-end summaries, weekly reviews, market research - templates/ — quote templates, invoice templates, email templates - skills/ — where Claude saves skill files STEP 3 — SET UP CLAUDE'S HOME BASE Have them tell Claude: "This folder at [path] is my business project folder. Whenever I open Claude Desktop, I'll be working from here. Save all files, skills, and templates in the appropriate subfolder." This gives Claude a consistent location for everything. STEP 4 — MOVE EXISTING FILES If they already have business files scattered around, help them move key files into the new structure: - Bank CSVs into bank-exports/ - Any existing quotes or invoices into their folders - The business-plan.md (if they've done the Business Planner guide) into the root STEP 5 — POINT FORWARD Tell them: every Tsidai guide assumes this folder structure. When a guide says "drop your bank CSV in the bank-exports folder," they'll know exactly where that is. Suggest next steps based on what they haven't set up yet. If stuck, suggest a starter session at https://cal.com/tsidai/starter-session.